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Live Oak Bancshares
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Overview Fund Activity

199 hedge funds and large institutions have $1.19B invested in Live Oak Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
56
Reduced
60
Closed
22
Calls
$3.49M
Puts
$1.89M
Net Calls
+$1.6M
Net Calls Change
-$2.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$18.6M
2
Millennium Management
Millennium Management
New York
$23.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.56M
4
Ameriprise
Ameriprise
Minnesota
$40.5M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.73M
2
BlackRock
BlackRock
New York
$114M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.1M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$74.2M
5
MCA
Mendon Capital Advisors
Florida
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
201
Capula Management
Cayman Islands
– -$1.43M -31,501 Closed
CIC
202
Cornercap Investment Counsel
Georgia
– -$1.28M -28,235 Closed
PVM
203
Palogic Value Management
Texas
– -$1.15M -25,183 Closed
NYLIM
204
New York Life Investment Management
New York
– -$645K -14,171 Closed
AR
205
Advisory Research
Illinois
– -$459K -10,083 Closed
State Board of Administration of Florida Retirement System
206
State Board of Administration of Florida Retirement System
Florida
– -$437K -9,604 Closed
OQS
207
Occudo Quantitative Strategies
Florida
– -$385K -8,457 Closed
Prudential Financial
208
Prudential Financial
New Jersey
– -$321K -7,057 Closed
TFS
209
Thoroughbred Financial Services
Tennessee
– -$236K -5,187 Closed
DC
210
Davenport & Co
Virginia
– -$228K -5,000 Closed
AWM
211
Apollon Wealth Management
South Carolina
– -$216K -4,756 Closed
AIA
212
Arbor Investment Advisors
North Carolina
– -$211K -4,630 Closed
Pathstone Holdings
213
Pathstone Holdings
New Jersey
– -$208K -4,573 Closed
ECG
214
Edge Capital Group
Georgia
– -$201K -4,425 Closed
GWS
215
Glassman Wealth Services
Virginia
– -$71.3K -1,566 Closed
EC
216
EntryPoint Capital
New York
– -$24.3K -534 Closed
PVH
217
Psagot Value Holdings
Israel
– -$6K -124 Closed
AT
218
Arlington Trust
Alabama
– -$2.37K -52 Closed
BWP
219
Baldwin Wealth Partners
Massachusetts
– -$2.28K -50 Closed
QL
220
Quarry LP
New York
– -$2.18K -48 Closed
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